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Beacon Investment Advisory Services’s Waste Management WM Stock Holding History

Beacon Investment Advisory Services’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.23M Sell
36,945
-1,250
-3% -$278K 0.31% 74
2026
Q1 		$8.78M Buy
38,195
+3,333
+10% +$766K 0.36% 68
2025
Q4 		$7.66M Sell
34,862
-3,109
-8% -$663K 0.31% 74
2025
Q3 		$8.39M Buy
37,971
+10,483
+38% +$2.36M 0.35% 69
2025
Q2 		$6.29M Buy
+27,488
New +$6.38M 0.28% 78

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Beacon Investment Advisory Services's WM Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Waste Management (WM) stake by 3.3% in Q2 2026, selling an estimated $278K and leaving 36,945 shares worth $8.23M. The position accounts for 0.31% of the portfolio, ranked #74.

Beacon Investment Advisory Services first reported a position in WM in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.78M in Q1 2026. 564 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Beacon Investment Advisory Services held 36,945 shares of Waste Management worth $8.23M as of Q2 2026.
  • Beacon Investment Advisory Services sold 1,250 Waste Management shares in Q2 2026, an estimated $278K.
  • Waste Management made up 0.31% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #74 holding.
  • Beacon Investment Advisory Services first reported a position in Waste Management in Q2 2025 and has held it in 5 quarters since.
  • Beacon Investment Advisory Services's Waste Management position peaked at $8.78M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.